| Provider | Service type | Compensation |
|---|---|---|
IMF INVESTORS PTY LTD3 years Service code 21 114 WEST 47TH STREET 26TH FLOOR · NEW YORK, NY 10036 | Bank Trustee | $531,086 |
Filed as: INTERCONTINENTAL Service code 21 · EIN 55-0756523 | Bank Trustee | $254,176 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 12 · EIN 55-0672859 | Claims processing | $220,539 |
MANNING & NAPIER8+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $207,591 |
C.S. MCKEE, L.P.2 years Filed as: C.S. MCKEE. LP Service code 21 · EIN 25-1095051 | Bank Trustee | $159,617 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN CORE REALTY FIND LLC Service code 21 · EIN 95-4871432 | Bank Trustee | $134,386 |
ANDCO CONSULTING5 years Service code 28 · EIN 59-3676225 | Investment Management | $90,000 |
CHEIRON3 years Filed as: CHERION Service code 11 · EIN 13-4215617 | Actuarial | $51,248 |
HARRIS, HARDIN & COMPANY, A.C.8+ years Service code 10 · EIN 55-0756523 | Accounting | $49,517 |
UNITED NATIONAL BANK8+ years Service code 18 · EIN 55-0249860 | Custodial (other than securities); Tr... | $35,913 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -11.18% | -13.54%+2.4pp | 22.50%-33.7pp | 23.41%-34.6pp |
| Employer contribution / active EE | $18,527 | $14,842+24.8% | $33,849-45.3% | $12,650+46.5% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |